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Macro

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tech · sector mood
2001
year mood -0.56 · -0.88 to -0.40 across 12 mo
Monthly mood
bearish −1 +1 bullish
-1 -0.5 0 +0.5 +1 Jan -0.40 Feb Mar Apr -0.88 May Jun Jul Aug Sep Oct Nov Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
-0.40-0.40-0.82-0.88-0.50-0.50-0.50-0.50-0.85-0.58-0.40-0.40

The tech sector is deeply negative this month, weighed down by severe demand destruction and inventory mismanagement, exemplified by Cisco’s $2.2 billion write-off and steep job cuts. The Nasdaq’s collapse to near 1,638, a 68% drop from its peak, underscores a broader collapse in investor confidence and valuation reset across technology. These events reflect structural challenges, not isolated missteps, reinforcing a pessimistic near-term outlook.

How this mood is scored ▾
Each day the model reads that day's news for the sector and asks, as someone who owns assets or makes their living in it: how am I feeling this month, and why? The month's mood is that running answer, tied to the specific events driving it (the story shown above). It leans on trusted, higher-impact reporting, and on the prior month when a month is quiet, so one loud headline can't swing it. The read updates daily through the month; once a month ends, its mood is locked. This year is read live from the news the pipeline actually collected (hover a bar for its story count). · last computed Jul 06, 2026
Top tech stories of 2001
Apr
Cisco slashes 8,500 jobs, writes off $2.2B inventory computerworld.com →

Cisco Systems announced a $2.2 billion inventory write-off and an increase in workforce reductions to 8,500 employees amid declining demand and macroeconomic challenges. The move, part of broader cost-cutting including facility closures, will result in a $800M–$1.2B charge and signals continued weakness in enterprise and service provider markets, with flat revenue expected next quarter, negatively impacting investor sentiment and market outlook for the networking sector.

Sep
Hewlett-Packard to buy Compaq for $25 billion; investors balk cnn.com →

The biggest computer-industry merger ever was announced into a collapsing PC market, and HP shares dropped nearly 20% on the news. The deal sparked a landmark proxy fight with the Hewlett family over consolidation strategy.